Schedule Your Meeting with a Certified Financial Planner Professional

Schedule Your Initial Meeting With Sterling Wealth Partners

Step 1 - Watch This Video

Discover how we may be able to help you plan for your life in retirement.

Step 2 - See If We're A Good Fit

Next, please complete this form.

If we are a good fit, we will invite you to schedule a meeting with a member of our team to begin our process toward helping you build your dream retirement.

Please note that we are interested in long term client relationships. If you prefer one-time advice, we may not be the best fit for each other - but we will gladly point you in the right direction.

Step 3 - Meet the Team

Meet Scot Landborg and the rest of the Sterling Wealth Partners team that will help you along the way.

Scot Landborg, CFP®

CEO | Senior Wealth Advisor

Scot guides clients through their wealth plan utilizing a dynamic, panoramic approach. He is passionate about each client’s legacy and aligning our resources to support their goals. Scot focuses on continued client education and...

Nicole Vong

Client Service Manager

Nicole Vong is the Client Service Manager at Sterling Wealth Partners and brings more than 12 years of experience in the financial services industry. She holds her Series 7 and Series 66 registrationsNicole works closely with advisors...

Krista Islas

Client Experience Director

Krista is a Client Experience Director for Sterling Wealth Partners. She supports the financial advisors with a variety of tasks including, but not limited to, client meeting preparation, data organization and processing client...

Michael Kalpakoff

Client Service & Digital Engagement Associate

Michael is a Client Service & Digital Engagement Associate for Sterling Wealth Partners. His focus is on helping creating a positive personal experience for clients by getting to know them and their goals. He is also in charge of...

Gina Magee

Chief of Staff

Gina Magee is Chief of Staff at Sterling Wealth Partners. Her role is to guide the team in supporting new and existing clients, ensuring the firm exceeds its own high service standards. Gina brings a deep breadth of experience in...

Susan Green

Relationship Manager & Research Associate

As an insurance agent, Susan Green helps her clients clarify and examine their current situation, values, and long term vision so...